Services
Building wealth
When inflation exceeds the interest on your savings account, idle money slowly loses purchasing power. Building wealth means giving your savings a horizon.
Why diversify
Putting all your savings in one place means depending on a single scenario. Diversification guarantees nothing, but it limits the effect of a bad choice. Savings, pensions, property, investments: each has its role.
Property or financial investments
Property has a concrete use, but it requires a lot of own funds and is slow to resell. Financial investments are more flexible, but their value varies, sometimes sharply. The right split depends on your horizon, your income and your plans.
The importance of time
Starting early leaves more time to ride out the rises and falls. No return is guaranteed. No investment should represent a share of your wealth that you could not watch fall by 20% without putting your plans at risk.
Read: Gold has lost more than 20% since its record
What I do
I review your overall situation: income, savings, pensions, plans and attitude to risk. You leave with a written overview. My remuneration is explained on the insurance intermediary information page.
In collaboration with Callenium GmbH, a non-tied insurance intermediary.
Give your savings a horizon.
Book a meeting